Dominate Your Digital Presence
Digital Agent is a marketing software that delivers personalization at scale. Enterprises can manage thousands of advisor websites centrally, delivering content and ensuring compliance while enabling their advisors to engage with their clients unlike ever before. Our integrated digital solutions enable your advisors to provide answers to questions their customers are looking to solve.
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Advisor Websites & Blogs
The Digital Agent platform is a powerful tool for attracting new clients, which contributes to increased revenue and expanding the advisor’s reach. This is achieved through a comprehensive suite of online resources and communication tools, providing seamless access to information such as blogs, case studies, and testimonials to highlight the advisor’s expertise. With a focus on personalization, Digital Agent offers a range of design capabilities, enabling each advisor to fully customize the appearance of their website while ensuring brand integrity.
Campaigns and Contact List Management
Social Media
To enhance brand visibility and reach, a comprehensive digital strategy incorporates social media. Enhance the value of your content by leveraging Digital Agent to share it across social media platforms. As users share website content across their social media networks, you’re expanding your reach and also helping drive traffic back to your website.
Compliance
Ensuring content on a website is fully compliant can be a difficult and time consuming task. Advisors can submit content with ease, and Digital Agent’s built-in compliance workflows ensure a swift approval or rejection process, saving time and reducing the risk of legal issues. Be audit-ready always.
Express yourself. Reach clients more effectively through hyper-personalization empowered by Digital Agent. Highlight your expertise and establish yourself as a trusted advisor more easily than ever.
When organizations implement Digital Agent as their field marketing solution, they free their support teams to provide strategic guidance to their advisor network. Ultimately, unlocking their advisors to become expert marketers and grow their book of business.
Digital Agent is easy to use, easy to adopt, decreases advisor support calls and helps you be the hero to any of your stakeholders.
Deliver on your brand promise. Digital Agent gives financial advisors license to develop custom sites while maintaining compliance with your organizational brand guidelines.
Trusted By
At Veriday, we deliver digital engagement with a human touch. With over a decade of experience serving some of the biggest names in financial services and insurance, Digital Agent from Veriday is the platform of choice for top performing and high net worth advisors. Our purpose-built solution has a proven record of supporting lead conversion, expanding AUM, and policy sales growth.
Integrations
Fully integrate all of your systems from CRM to social with Digital Agent’s comprehensive ecosystem.
Enable Data Driven Growth
Analytics is crucial for a digital marketing strategy by providing valuable insights into various aspects of the site’s performance and user behavior. Digital Agent supports insights to both the end user and field marketing teams and integrates with the following platforms for customers that need to aggregate other data for increased insights:
Sales Excellence Unleashed
Integrating a website form(s) with a CRM (Customer Relationship Management) system ensures that no leads are lost and that they are promptly entered into your sales pipeline. Digital Agent supports the following connectors:
Boost Your Visibility to Build Trust
Local business listings play a vital role in improving online visibility, building credibility, and facilitating connections between businesses and consumers and Digital Agent provides support through the following partners:
Engage, Connect and Succeed
A digital marketing strategy that includes social activities contributes to a more engaging and interactive online experience. Digital Agent supports this strategy through the following connectors:
Deliver Content that Captivates
A content source is crucial for attracting and retaining an online audience. It helps with SEO, user engagement, credibility, and various other aspects that contribute to the overall success of a website. Write your own thoughts or source content from our partners. By sourcing content from these partners and enhancing them with your own thoughts you can alleviate the content creation pain and enable advisors with the most recent industry insights to become a trusted advisor. Available connectors include:
Testimonials and Case Studies
Digital Agent Case Study
Veriday reached out to a leading insurance and financial services company in Canada to understand their challenges and opportunities. The company was experiencing fragmentation and a lack of brand integration across their advisor sites.
Testimonials and Case Studies
Digital Agent Case Study
Veriday reached out to a leading insurance and financial services company in Canada to understand their challenges and opportunities. The company was experiencing fragmentation and a lack of brand integration across their advisor sites.
Awards
Awards
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